Paired is looking for a Customer Support Specialist to join our client, a U.S.-based boutique tax advisory firm. You will provide essential support to high-net-worth individuals and business owners, helping them manage their tax strategy. This role requires exceptional organization and a client-centric approach in a fast-paced professional services environment.
What You'll Do
- Deliver white glove service to clients by managing communications across email, phone, text, Slack, and CRM systems.
- Support client onboarding, including conducting welcome calls, setting up portals, and coordinating information gathering.
- Track and manage ongoing projects (e.g., tax preparation, entity setup, onboarding programs), ensuring deadlines are met.
- Maintain CRM systems (Canopy, Sales Automator) with accurate notes, updates, and task assignments for Tax Professionals.
- Schedule meetings and calls, coordinate quarterly client reviews, and provide sales and event support when needed.
- Develop and refine systems and processes to improve Client Support team efficiency and client satisfaction.
- Proactively identify and escalate issues to ensure client needs are met without delay.
What We're Looking For
- 1–3 years of experience in client service, customer success, or operations roles with U.S. based clients.
- Excellent spoken and written English communication skills.
- Proven ability to manage multiple projects, deadlines, and client communications simultaneously.
- High level of organization, attention to detail, and follow-through.
- Comfortable with technology and remote work tools (e.g., Slack, CRMs, Google Workspace, Zoom, workflow platforms).
- Demonstrated integrity, professionalism, and client orientation.
Nice to Have
- Experience with high-value clients in tax, financial, or professional services a strong plus.
- Experience in tax, accounting, legal, or financial services environments.
- Familiarity with Canopy, Sales Automator, or similar CRM/project management platforms.
- Experience supporting events, sales initiatives, or client-facing programs.
Technical Stack
- Canopy
- Sales Automator
- Slack
- Google Workspace
- Zoom
- CRM systems
Work Mode
This is a remote position for candidates based in LATAM. Paired is a global company with a mission to provide great jobs to gifted people, regardless of location.
